Macro Horizons

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian

Episodes

Total: 447

Momentum versus Value - High Quality Credit Spreads
2023/1/25

Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattracti

Bid Still Standing - The Week Ahead
2023/1/20

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Pricing Perfection - High Quality Credit Spreads
2023/1/18

Dan Krieter and Dan Belton discuss the sharp rally in credit markets and what levels likely mark att

Downshift to Terminal - The Week Ahead
2023/1/13

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Terminal Approaching - Monthly Roundtable
2023/1/10

Ian Lyngen along with Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jef

All Eyes on CPI - The Week Ahead
2023/1/6

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Holiday Special - The Week Ahead
2022/12/22

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Long Run, All Terminal - The Week Ahead
2022/12/16

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

2023 Outlook - High Quality Credit Spreads
2022/12/15

Dan Krieter and Dan Belton discuss their outlook for credit in 2023. Topics include spread targets,

Yuletide Bonds - The Week Ahead
2022/12/9

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

2023 Outlook - Monthly Roundtable
2022/12/6

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan B

Odd Odds - The Week Ahead
2022/12/2

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

The Home Stretch - High Quality Credit Spreads
2022/11/30

Dan Krieter and Dan Belton discuss whether the recent rally in credit will be sustained into the new

Talking Turkey - The Week Ahead
2022/11/23

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Giving Thanks, Taking Stock - The Week Ahead
2022/11/18

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Don’t Lose Sight of the Forest - High Quality Credit Spreads
2022/11/16

Dan Krieter and Dan Belton discuss the strong rally in credit following Thursday’s CPI print and dis

Red Dot State of Mind - The Week Ahead
2022/11/10

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Falling Back - The Week Ahead
2022/11/4

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Reactions to the November FOMC - High Quality Credit Spreads
2022/11/2

Dan Krieter and Dan Belton discuss their takeaways from the November FOMC meeting and volatile marke

Terminal Volatility - Monthly Roundtable
2022/10/31

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan B